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About

INTEGRATION: Integrate systems using a simple to operate point and click interface. Access full target system schemas to map and transform source data on a scheduled or ad hoc basis. TRANSFORMATION: Powerful mapping for data transformation, including querying target system in the mapping to enable any transformation imaginable into the source systems. MAINTENANCE: Full cron scheduling of jobs including customisable system downtime, dependencies between connections and deployment via email to allow self-service within the business. PIPELINES: powerful pipeline automation. Define reports, queries or file matches, complex conditions, filters & and schedules to push data to and from your business systems. CONNECT ANY SOURCE TO ANY TARGET: Salesforce schema, Salesforce reports, Webhooks, SOQL, Google Drive, FTP, MySQL, SQLServer, Snowflake, Onedrive, Dynamics 365, Google Analytics, Exasol, AWS S3, Local files, Eloqua, Smartsheet, ServiceNow, Email & more...

About

Datplan DataPull extracts supported Xero, QuickBooks Online, TallyPrime and HubSpot data, then prepares related reporting tables and BI-ready models on Windows. Companies House discovery is also available. Accountants, finance teams and consultants can report in-house or deliver recurring client reporting. Use Excel, Power BI, Tableau or Qlik, build custom desktop dashboards, or use Datplan's ready-made browser reports online or offline. Share browser reports through an authorised OneDrive or SharePoint folder with Microsoft permissions. Features include CSV/JSON exports, reconciliation information, Audit Analytics and scheduled updates on supported plans. Source records are prepared locally, outside a Datplan cloud data warehouse. Each company/source stays separate; updates depend on source support. The app and demo data are free; live-source plans are paid. TallyPrime/company and the Windows PC must be available for acquisition. Provider licences and limits apply.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Administrators, CRM Managers, IT Managers, Consultants

Audience

Accountants, bookkeepers, finance teams, reporting consultants and BI professionals who need repeatable management reporting for their own business or their clients.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$100/month/user
Free Version Not Supported
Free Trial Supported

Pricing

Free demo; paid source plans
The Windows app and included demo data are free. A paid source plan is required to connect live business data. Price, currency, billing period, allowance and scheduling depend on the source and plan. Compare current source plans on the Datplan website. Provider licences and limits still apply.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • Easily transforms clients qlikview and xero data into powerBI ready dashboards and dashboard templates I can share online with them. A good deal of thought has gone into the online dashboard templates with the Fraud Analytics being a win.

Cons

  • Could have more video demos. Set up is easy enough, about 3 button clicks but would be nice to have visual user guides

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

CONVAYR
Founded: 2014
www.convayr.com

Company Information

Datplan
Founded: 2017
www.datplan.com

Alternatives

Alternatives

TallyPrime

TallyPrime

Tally Solutions
AnalyseAI

AnalyseAI

Tegain Private Limited
Dear.so

Dear.so

Macrofix Software Private Limited
Alooma

Alooma

Google

Categories

Data Integration Supported
Integration Supported

Categories

Data Integration Supported

Integrations

Amazon S3 Supported
Eloqua Supported
Exasol Supported
Google Analytics Supported
Google Drive Supported
HubSpot CRM Not Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
MySQL Supported
QuickBooks Online Not Supported
SQL Server Supported
Salesforce Supported
ServiceNow Supported
Smartsheet Supported
Snowflake Supported
TallyPrime Not Supported
Xero Not Supported

Integrations

Amazon S3 Not Supported
Eloqua Not Supported
Exasol Not Supported
Google Analytics Not Supported
Google Drive Not Supported
HubSpot CRM Supported
Microsoft 365 Not Supported
Microsoft OneDrive Not Supported
MySQL Not Supported
QuickBooks Online Supported
SQL Server Not Supported
Salesforce Not Supported
ServiceNow Not Supported
Smartsheet Not Supported
Snowflake Not Supported
TallyPrime Supported
Xero Supported
Claim CONVAYR and update features and information
Claim CONVAYR and update features and information
Claim Datplan DataPull and update features and information
Claim Datplan DataPull and update features and information